Consultant Resources

How to manage a consultant

Insist on a work plan from the consultant

Give the consultant sufficient information to get them up to speed

Request that the consultant provide progress reports on the project as follows:

  • Outlining the methodology used
  • Presenting interim findings and/or progress to date
  • Compiling (one or more) preliminary reports
  • Final report and evaluation

Communicate regularly with the consultant to review timetables and responsibilities

Establish a process for any necessary changes in the scope of the project

Maintain control over the process and product

If you're unclear, or not pleased with the work in progress - ask for a meetingto address the situation. Discuss your previously agreed-upon objectives, the workto date and/or problems met.

Reach consensus on how to proceed from there

Be prepared for resolution of disputes or changes required by a relationship thatsours

Be prepared to promptly pay the consultant's invoices

Evaluate the results of the consultant's work

  • Input - What did your organization put into the consulting relationship?
  • Process - What is the relationship between the organization and the consultant?
  • Output - Did we accomplish what we set out to accomplish?
  • Outcomes - Did the work help us move toward the agency's long-range goals?
  • Hold a final debriefing to discuss the results of the project


Please note that we in no way endorse any consultant listed in this directory.
We strongly advise you to check references before hiring a consultant.

 
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